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YEYEXT

Yext, Inc.

$YEXT·$653M·Software - Infrastructure·Technology
$6.90-3.2%YTD-20.1%1Y-16.4%
Price updated 10h ago·X counts updated 5d ago
YEYEXT
$YEXTYext, Inc.
$6.90-3.23%15 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $YEXT on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

15X posts · last 7 days
Sep 29Oct 11

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $YEXT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Yext acquired Flamel.ai to extend into agentic marketing — the growth-SaaS pivot with 23% EPS surprises.

Yext is a specialty-marketing SaaS platform whose 2026 pivot is explicit — acquiring Flamel.ai to extend its agentic-marketing capability into local-paid-media, plus launching a Multiplayer Agent Harness purpose-built for marketing growth.

  • The P&L is reaccelerating: Q2 revenue was down 1.8% YoY to $111M at a 15.8% operating margin and $0.13 EPS, with trailing EPS beats of 23.5% and 7.7% — these are modest but consistent surprises on a transitioning SaaS where the Flamel.ai acquisition adds revenue vectors.
  • The specific pivot signal is substantive: Flamel.ai extends Yext into local paid media (previously untouched), and the Multiplayer Agent Harness is a specific agentic-marketing product that puts Yext in the exact agentic-commerce theme that's rewarding leaders.

At 58% of its 52-week range and 21% above the 200-day going into Dec 14 earnings, the setup is coiled on validation. A clean 5%+ revenue growth plus continued Flamel integration commentary is the trigger for continuation; a soft Enterprise-segment print or any Flamel-integration-cost surprise is the invalidation.

What to watch: Dec 14 Q3 earnings — revenue growth, Flamel integration-cost commentary, Enterprise segment direction, and FY27 guide. 5%+ revenue plus Flamel progress is the trigger; integration-cost surprise is the invalidation.

On the calendar: 2026-12-14 — Q3 earnings

agentic marketingma integration

Read the AI verdict on $YEXT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

AI-powered digital presence platform helping businesses manage their listings, answers, and search visibility across directories and search engines.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $YEXT.

Software - Infrastructure · Technology

No material change from last week — AI infrastructure capex bifurcates the cohort — GPU-cloud providers and AI-native security platforms absorbing enterprise spend, while legacy SaaS faces multiple compression. GPU-cloud platforms and AI-native security tools absorb enterprise spend while legacy SaaS faces multiple compression.

What this means for $YEXT

Partial — AI-powered digital presence platform helping businesses manage their listings, answers, and search visibility across directories and search engines.; AI infrastructure capex bifurcates the cohort; exposure depends on workload alignment with GPU-cloud and AI-native security architectures.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
27.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
14.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
8.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
8.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
27.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
74.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 1, 2026$0.21$0.17+23.5%
Q1 2026Jun 2, 2026$0.14$0.13+7.7%
Q4 2025Mar 9, 2026$0.14$0.13+7.7%
Q3 2025Dec 8, 2025$0.14$0.13+7.7%
Next earningsMon, Dec 14·consensus EPS $0.19

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY27$111.1M-1.8%75.5%15.8%$0.13$7.7M
Q1 FY27$107.9M-1.4%72.9%5.2%$0.02$37.0M
Q4 FY26$112.0M-1.0%73.5%5.3%$0.03$28.6M
Q3 FY26$112.0M-1.7%73.9%6.9%$0.05$-20.3M

Forward consensus

5-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$443.1M$443.1M – $443.1M$0.74$0.74 – $0.741
FY28$447.7M$447.7M – $447.7M$0.76$0.76 – $0.761
FY29$451.9M$451.9M – $451.9M$0.71$0.71 – $0.711
FY30$455.7M$455.7M – $455.7M$0.71$0.71 – $0.711
FY31$459.1M$459.1M – $459.1M$0.70$0.70 – $0.701

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.63%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+7.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+28.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 65.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.145-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 11Ho ShinGeneral Counsel30.0K sh$192KBuyJul 13Daniel J EnglanderDirector76.2K sh$398KBuyJun 11Seth H. WaughDirector133.0K sh$498K
+ 28 other (11 exempts · 9 awards · 8 inkinds) in window

See when $YEXT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13DActivist position (5%+)Jul 9SC 13D
AI summary

Lynrock Lake LP and its general partner Lynrock Lake Partners LLC, an investment adviser led by founder Cynthia Paul, filed an initial Schedule 13D for Yext, Inc., disclosing beneficial ownership of 19,015,087 shares representing approximately 19.0% of the company's outstanding common stock as of an event date of July 1, 2026. This initial filing reflects the first crossing of the 5% beneficial ownership threshold, making Lynrock Lake a significant new investor in Yext. Paul simultaneously joined the Yext Board of Directors.

3New insider — initial holdingsJul 93
AI summary

Cynthia Paul, Director and 10%+ beneficial owner of Yext, Inc., filed an initial Form 3 statement of beneficial ownership reporting 19,015,087 shares held indirectly through Lynrock Lake Master Fund LP as of an event date of July 1, 2026. Paul is the founder and CEO of Lynrock Lake LP, the investment adviser that controls the fund. This filing corresponds to her simultaneous appointment to the Yext Board of Directors.

8-KOfficer or director changeJul 78-K — Item 5.02: Officer or director change
AI summary

Yext, Inc.'s Board of Directors elected Cynthia Paul as a Class I director effective July 7, 2026, filling a newly created board seat as the Board was expanded from seven to eight authorized directors. Paul is the Chief Investment Officer and CEO of Lynrock Lake LP, which holds approximately 19% of Yext's outstanding shares. Her board term is set to expire at the 2027 Annual Meeting of Stockholders.

8-KOfficer or director changeJun 118-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
3New insider — initial holdingsJun 113
8-KCharter amendmentApr 278-K — Item 5.03: Charter amendment
+ 10 other (3 proxys · 2 10-Qs · 2 13Gs · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Yext Board Approves Long-Term Performance Equity Award For CEObusinesswire.com·3d agoShould Value Investors Buy Yext (YEXT) Stock?zacks.com·8d agoYext Signs Definitive Agreement to Acquire Flamel.ai, Extending Its Agentic Marketing Platform Into Local Paid Mediabusinesswire.com·17d agoYext Announces Multiplayer Agent Harness Purpose-built for Marketing Growthbusinesswire.com·17d agoAre Investors Undervaluing Yext (YEXT) Right Now?zacks.com·24d ago

In themes

Explore the broader themes this ticker is being talked about under.

Agentic AI & Enterprise Software

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Voices on X · last 7 days

No standout posts about $YEXT on X in the last 7 days.

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